Members – STAR

Member organisations

STAR membership is available to organisations involved in the transfer process and reporting of management information.

This could include:

Platform providers.
Pensions providers (Personal Pension, SIPP, SSAS, Occupation Pension, Defined Contribution).
Administrators.
Fund managers / transfer agents.

Morningstar
M&G Prudential
NEST Corporation
Ninety One
Northern Trust
Now: Pensions
Nucleus
Nutmeg
Omnis Investments
Parmenion
Pershing
Phoenix Group
Platform One Limited
Platform Securities
Quilter OMW
Rathbones
Raymond James
RBS Group (Coutts)
Royal London
Scottish Widows
Scottish Widows Schroder Personal Wealth (ACD) Limited
Seven Investment Management
Shepherds Friendly
Smart Pension
SS&C (DST Systems)
T. Rowe Price
Transact (Intergrafin)
True Potential
UBS Asset Management
Vanguard
Vitality Life
Waystone Transfer Agency Solutions (UK) Ltd
Wealthtime
Wealthtime Classic
Willis Towers Watson
Winterflood
XPS Pensions Group (Xafinity)
Zurich

SERVICING AGREEMENT

1. APPLICANT COVERED BY THIS REGISTRATION.

Please note this registration will not be processed if Step 1 has not been completed.

If your organisation is acting only as an affiliate, you do not need to complete Step 2.

Name of corporate group

Company number

Registered address

2a. CHOOSE YOUR BRAND

Brand SLA group

Brand name

Will a third party be submitting MI on the behalf of this brand?

If Yes please name the third party

STAR manages the administration of third-party access to the portal, rather than the member firm. This allows for a smoother transition for the member firm and allowing immediate access to the supplier to submit MI on their behalf. STAR will hold an approved list of users per supplier, which will be allocated to your account at the point of registration. This ensures each ‘external’ user has the same access across all their client accounts. Supplier access is restricted and they do not have any ability to see any company information for any client other than what they submit on your behalf. You as the member control access for any other users within your organisation. We will include a more detailed description about the user access on your welcome email and it is clearly defined as part of the User Guide.

Is this brand a TeX Member? If yes please provide your membership details.

STAR RELATIONSHIP MANAGER FOR FIRST BRAND

This person will be the main contact for all notices and other formal communications under this agreement and will be responsible for the administration of the members portal access (including without limitation the providing, updating and removing of authorised User access to the portal during the Term).

Relationship manager name

Job title

Telephone number

Do you wish to register another brand?

2b.

Brand SLA group

Brand name

Will a third party be submitting MI on the behalf of this brand?

If Yes please name the third party

Is this brand a TeX Member? If yes please provide your membership details.

STAR RELATIONSHIP MANAGER FOR THE SECOND BRAND

Will this be the same relationship manager as your first brand?

Relationship manager name for second brand

Job title

Telephone number

Do you wish to register another brand?

2c.

Brand SLA group

Brand name

Will a third party be submitting MI on the behalf of this brand?

If Yes please name the third party

Is this brand a TeX Member? If yes please provide your membership details.

STAR RELATIONSHIP MANAGER FOR THE THIRD BRAND

Will this be the same relationship manager as a brand above?

Relationship manager name for third brand

Job title

Telephone number

Do you wish to register another brand?

2d.

Brand SLA group

Brand name

Will a third party be submitting MI on the behalf of this brand?

If Yes please name the third party

Is this brand a TeX Member? If yes please provide your membership details.

STAR RELATIONSHIP MANAGER FOR THE FOURTH BRAND

Will this be the same relationship manager as a brand above?

Relationship manager name for fourth brand

Job title

Telephone number

3. INVOICE INFORMATION

Invoices are sent by email as standard, if a printed invoice is required please note the address and your requirements in the additional information section.

For the attention of

Purchase Order number

VAT number

Additional information

4. DECLARATION

Before we can process your Brand Registration a STAR Servicing Agreement needs to be signed. Your signatory must be duly authorised for and on behalf of the organisation named in this application.

We only require one signed STAR Servicing Agreement which will cover all brands that you wish to register. Upon completion of this form we will check our records to ensure an agreement hasn't already been signed, if so a new contract will not be sent to your signatory.

STAR will email the servicing contract to the signatory email address (provided below) through our electronic platform Yoti. This declaration must be signed in order for your application to complete, once we receive the signed agreement we will instruct our finance department to issue your invoice.

Name of signatory

Email of signatory

I have read and agree to the Privacy Policy

I am happy to receive updates from STAR

Application submitted successfully

Thank you for applying to join the STAR accreditation scheme. We will endeavour to respond as soon as possible using the contact information you’ve provided to us.